China Chips Gain Traction

DeepSeek and Huawei make credible progress on a China-designed AI accelerator for next year, helped by Beijing procurement pressure and DeepSeek's prior 160,000-chip Huawei order. The result is not full parity with Nvidia's top-end Blackwell systems, but enough performance and software integration to reduce Chinese customers' reliance on U.S.-controlled GPUs.

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